The Value of Long Term Relationships
Just as the core of the team have known each other for a very long time, the only way to successfully work in the field of financial advice is to have a great long-standing relationship where trust between the parties is second nature. A financial adviser is one of the most important relationships you can have.
Many of the clients that work with Christian Douglass Group have dealt with their advisors for more than 25 years, long before the company was even established, and we are now dealing with their children and grandchildren, preserving the original source of wealth across generations.
Our service is therefore not transactional, we will look to build long standing relationships and portfolios that will stand the test of time, adapting to changing needs and circumstances as they go.